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234 1St Street, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-12 |
Branch Locations
234 1St Street, San Francisco, CA 94105 • United States
5335 Gate Pkwy` 5Th Floor, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Army | Camp Blanding | FL | 06/2010 | Present |
| T. Rowe Price | Colorado Springs | CO | 10/2016 | 05/2023 |
| Edward Jones | St. Louis | MO | 06/2023 | 09/2025 |
| Sofi Securities Llc | Jacksonville | FL | 09/2025 | Present |
| Sofi Wealth Llc | Jacksonville | FL | 09/2025 | Present |
Florida ARMY NATIONAL GUARD; NOT INVESTMENT RELATED; FT Camp Blanding,FL; MILITARY; SOLDIER; 8/21/21; MILITARY TRAINING U.S. Army National Guard Type of business: Military Starke, FL Start date: 7/15/2021 Sergeant Hours per week: 4 Hours during trading: 0 Military related activities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-07 |
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